Clicking on any menu button focuses on that menu in the menu
tree displayed on the right pane of the Navigation panel.
Sub-menus displayed as folders in the tree, may be expanded or
reduced by clicking on the + symbol or - symbol beside the closed
or open folder.
Specific programs can be accessed by clicking on the menu option in
the tree or sub-tree
Example:
Using the Quick Launch assigned Menu Option Code:
e.g. Similarly typing in GL01 in the Quick Launch field, would
access the Chart Of Accounts program, providing the operator has
permission to access this program, and providing GL01 is the Quick
Launch code set in the Application Menu
Maintenance.
Using the Function Name or Description:
A window is provided on the 'Quick Launch' field to locate
the option by 'Function' or 'Description' in the Locate Function
Or Menu as follows in the:
Only options for which the operator has permission, will be
included in the resulting search list.
To move to that option in the menu tree, double-click on the
appropriate record, or highlight the record and click the
SELECT button.
FUNCTION
To find a specific function, skip the Description field and
enter the program name and click ACCEPT, to immediately move to
that option in the menu tree.
e.g. ARCF01 for Customer Information file
Program or Function names are included at the bottom of each
page in the Technical User Guide and at the bottom right of
each SRM screen in the information bar.
e.g. In the image above for Menu Navigation the program
MENU03 is displayed on the bottom right.
If an operator has restricted access to menu options, only the Menus and Functions that are available to him on the tree, are located as determined by the operator security defined in Security Roles.
Note: This locate tool does not find any programs or utilities
that are not on a menu that the operator can access.
This includes programs accessed from a button or option within
another screen.
The Technical User Guide can be used to
locate these programs. Press F1 and used the Index or Search
tabs to search for options by key words.
Using the Menu Option Code:
e.g. Typing in the menu code TEX:0004 preset for the GL menu by
Texada Software, would display the General Ledger menu in the tree,
providing the operator has permission to access the General Ledger
menu.
Using the Legacy Menu Option Code:
Legacy Menu Option codes (e.g. AP01, CO11, SM2001) from earlier
versions of the software can still be used, if set in Custom Function Parameters.
This does not apply to legacy Main menus (e.g. AP).
In event of a conflict, Quick Launch codes over-ride any legacy
codes.
Only the Texada operator has the ability to click the SYSTEM-WIDE MESSAGES button at the top of the right panel to access and maintain the messages in the System-Wide Messages window.
Click the NEW MESSAGE button to send messages or the READ button to review messages. as outlined in Internal Messaging.
Note: If there is no 'Internal Message ID' defined for the operator in Operators, the Internal Message feature will only be available for Texada Web messaging.
The manual Contents is displayed on the left panel of the
screen.
Click on the link in the Contents tree to view details on
that option.
Links are also provided in the body of the manual text that can
immediately access related manual sections.
Index and Search tabs are provided in this panel to help locate
pages & contents.
Most menus offer an 'Overview' option providing helpful information about Start-up and general procedures associated with this menu.
For more information about the Help Manual, refer to Technical User Guide.
ACTIONS:
Additional actions provided by buttons on
the Main Applications Menu include:
Click UNLOCK USER and proceed with Enable or Disable Operator Login.
This option is only available to operators assigned a Security Role that allows permission to Reset
Locked Accounts in the "Reset Flags" window of the Security Role Permissions, will be given the option
to:
Open the Cash Drawer:
This button is only available
if the operator currently signed into the software has a specific
'Cash Drawer' assigned in Operators, or
there is as Division default Cash Drawer assigned in the
Divisional Miscellaneous Parameters.
Click the CASH DRAWER button to manually force the
Cash Drawer associated with the operator or operator division to
open.
If the Prompt For Clerk flag has been set in the Company Security Parameters, the Clerk Confirmation window is triggered to capture
the clerk code and also the password if required.
The Reason pop-up is then triggered so a
reason for opening the drawer can be entered.
The reason and clerk security is captured and logged in Cash Drawer Inquiry for function RSOD02.
Select a Printer for this Session:
Click the
SET PRINTER button to access confirm or select a
printer in the Printer Selection
window.
Access the Support Command Line:
Texada Support has
the ability to click the COMMAND LINE button from the
main menu to access the Command Line.
Change SRM Division
The CHANGE DIVISION button provides the ability to
switch between SRM divisions available to the Operator.
Selecting the new Division from the listbox is required when the
Texada Web signon is different by Division.
Note: The Division/Location for the current session is not displayed in the list.
Temporarily Lock a Session:
This security feature is not available when the external
'Authentication' feature is enabled in the Texada Support Parameters.
When available it provides the ability to lock the session from the
main menu screen, by clicking on the LOCK button.
Then to unlock the session and continue, the operator can click the
UNLOCK button on the pop-up dialogue box and enter
his sign on password, or click LOG OFF and re-sign in
as a new operator with permissions and password of the new
operator.
Close a Session:
Click the LOG OFF to
sign out and exit a session.
Then in the Texada SRM - Log On screen,
another operator can sign in or click the EXIT button
to terminate the session.
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